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25min chapter
The Harsh Truth About Investing Edge with Adam Butler
Excess Returns
Exploring Portable Alpha Strategies
This chapter explores the concept of portable alpha in institutional investing, highlighting two main strategies: using futures for equity and bond exposure, and directly owning assets to diversify into alternatives. It emphasizes the importance of low correlation for risk management and diversification, especially during market downturns. The discussion further delves into managed futures and the dynamics of futures pricing, underlining their role in enhancing tax efficiency and overall portfolio returns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode